๐ค Nvidia ($NVDA) just made history, its first-ever year-ahead revenue forecast! ๐
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected ๐
This comes right after a blowout quarter:
๐ Revenue more than doubled to $96.22B (+106% YoY)
๐ Data center revenue hit $89B (+117% YoY), now 92% of total sales
๐ Shares jumped ~8.7%, lifting the entire semiconductor sector ๐
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance ๐
But it's not all upside โ ๏ธ
๐ Growth is supply-constrained (memory shortages driving costs up)
๐ Supply commitments more than doubled to $279B in one quarter
๐ The forecast excludes China entirely โ a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? ๐ค
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected ๐
This comes right after a blowout quarter:
๐ Revenue more than doubled to $96.22B (+106% YoY)
๐ Data center revenue hit $89B (+117% YoY), now 92% of total sales
๐ Shares jumped ~8.7%, lifting the entire semiconductor sector ๐
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance ๐
But it's not all upside โ ๏ธ
๐ Growth is supply-constrained (memory shortages driving costs up)
๐ Supply commitments more than doubled to $279B in one quarter
๐ The forecast excludes China entirely โ a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? ๐ค
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
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